The New Fiduciary World

Date: April 4, 2018
Time: 3:00-4:00 p.m. ET / 12:00-1:00 p.m. Pacific

This webinar will discuss the new rules and regulations set by the Department of Labor (DOL) in addition to litigation trends that are occurring in qualified plans throughout the corporate world. Attendees will gain awareness in the form of Business Acumen and Consultation and learn what they may legally be liable for now that the DOL has strictly defined what being a fiduciary is and whom is responsible.  This session will also cover why the DOL is implementing new regulations, common issues within retirement plans (high expenses, poor returns and revenue sharing) and what steps should be taken to make sure your company's retirement plans are not exposed or liable to any issues within your plan.

Learning Objectives
After attending this session, participants will be able to:

  • Explain who is considered a fiduciary under the new DOL regulations
  • Mitigate risk in a qualified plan
  • Identify ways to increase your rate of return within a retirement plan

Presenter: Matthew Eickman, J.D., Prime Capital, Qualified Plan Advisors, Director of ERISA Services

Level & Prerequisites: This is a group-internet based program at the Overview Level. No prerequisites or advanced preparation required.

CPE information: This webinar grants 1 CPE credit in the field of Specialized Knowledge.

Who Should Attend?  CEOs, CFOs, CCO, Controllers, Public Accountants, Sureties, Insurance Agents, Bankers, Consultants and other service providers.

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